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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
EP
751
Essential Partners
California
$52.2K +$36.6K +500 +217%
OAG
752
Oakmont Advisory Group
New Mexico
$52.2K +$53.5K +730 New
TFGT
753
TS Financial Group (TSFG)
Illinois
$52K
Bank Julius Baer & Co
754
Bank Julius Baer & Co
Switzerland
$51.8K
FMP
755
Financial Management Professionals
Texas
$50.4K
HNB
756
Hilltop National Bank
Wyoming
$49.6K
VSQM
757
V-Square Quantitative Management
Illinois
$49.5K +$3.74K +51 +8%
QC
758
Quent Capital
New York
$48.9K
MEG
759
Millstone Evans Group
Colorado
$48K
TWD
760
True Wealth Design
Ohio
$47.5K +$3.88K +53 +9%
GSEP
761
Golden State Equity Partners
California
$46K -$285K -3,885 -86%
POIA
762
Pin Oak Investment Advisors
Texas
$43K
FFA
763
Frazier Financial Advisors
Ohio
$42.4K
NECFA
764
New England Capital Financial Advisors
Connecticut
$41.7K
AA
765
Ancora Advisors
Ohio
$41.4K -$5.57K -76 -12%
SGK
766
Steigerwald Gordon & Koch
Virginia
$40.5K +$41.6K +567 New
DPIM
767
Duff & Phelps Investment Management
Illinois
$38K +$39K +532 New
CT
768
Caldwell Trust
Florida
$37.7K +$16.6K +227 +76%
CSB
769
City State Bank
Iowa
$37K
AT
770
Avalon Trust
New Mexico
$35.8K +$36.6K +500 New
IPS
771
Investors Portfolio Services
Washington
$34.8K +$366 +5 +1%
SWM
772
SHP Wealth Management
Massachusetts
$34.8K +$586 +8 +2%
Loomis, Sayles & Company
773
Loomis, Sayles & Company
Massachusetts
$34.2K +$35K +478 New
MIM
774
MTM Investment Management
South Carolina
$34.1K +$366 +5 +1%
MPWT
775
MassMutual Private Wealth & Trust
Connecticut
$33.1K -$4.25K -58 -11%